Heritage Wealth Advisors’s Oneok OKE Stock Holding History

Heritage Wealth Advisors’s Portfolio OKE Stock Details OKE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$88.9K	Buy	984 +50	+5%	+$4.12K	﹤0.01%	267
2025 Q4	$68.6K	Hold	934	–	–	﹤0.01%	288
2025 Q3	$68.2K	Hold	934	–	–	﹤0.01%	273
2025 Q2	$76.2K	Hold	934	–	–	﹤0.01%	263
2025 Q1	$92.7K	Sell	934 -7	-0.7%	-$695	﹤0.01%	249
2024 Q4	$94.5K	Sell	941 -6	-0.6%	-$614	﹤0.01%	252
2024 Q3	$86.3K	Buy	947 +47	+5%	+$4.09K	﹤0.01%	280
2024 Q2	$73.4K	Hold	900	–	–	﹤0.01%	278
2024 Q1	$72.2K	Sell	900 -866	-49%	-$63.2K	﹤0.01%	295
2023 Q4	$124K	Buy	1,766 +300	+20%	+$20.1K	0.01%	248
2023 Q3	$93K	Buy	1,466 +866	+144%	+$56.5K	0.01%	255
2023 Q2	$37K	Hold	600	–	–	﹤0.01%	352
2023 Q1	$38.1K	Hold	600	–	–	﹤0.01%	343
2022 Q4	$39.4K	Hold	600	–	–	﹤0.01%	353
2022 Q3	$30.7K	Hold	600	–	–	﹤0.01%	341
2022 Q2	$33K	Buy	+600	New	+$38.9K	﹤0.01%	370
2020 Q1	–	Sell	-18	Closed	-$1.36K	–	544
2019 Q4	$1.36K	Buy	+18	New	+$1.29K	﹤0.01%	630

Other funds holding OKE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Heritage Wealth Advisors's OKE Position: Q1 2026 in Review

Heritage Wealth Advisors increased its Oneok (OKE) stake by 5.4% in Q1 2026, buying an estimated $4.12K and bringing the position to 984 shares worth $88.9K. The position accounts for ﹤0.01% of the portfolio, ranked #267.

Heritage Wealth Advisors first reported a position in OKE in Q4 2019 and has held it in 17 quarters since. The position peaked at $124K in Q4 2023. 1,680 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

Heritage Wealth Advisors held 984 shares of Oneok worth $88.9K as of Q1 2026.
Heritage Wealth Advisors bought 50 Oneok shares in Q1 2026, an estimated $4.12K.
Oneok made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #267 holding.
Heritage Wealth Advisors first reported a position in Oneok in Q4 2019 and has held it in 17 quarters since.
Heritage Wealth Advisors's Oneok position peaked at $124K in Q4 2023.
1,680 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.